+48.9%
APH vs IEF
-1.2%
+50.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.1% |
| 7D | +0.2% | +0.1% | +0.1% | +0.1% |
| 30D | -3.3% | -0.7% | -2.6% | -2.4% |
| 3M | +14.0% | -0.4% | +14.5% | +14.3% |
| 6M | +24.4% | -2.5% | +26.9% | +26.9% |
| YTD | +21.4% | -1.6% | +23.0% | +25.5% |
| 1Y | +48.9% | -1.3% | +50.2% | +56.2% |
| All | +48.9% | -1.2% | +50.2% | +56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded IEF wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling